Beckerman Institutional, LLC reported 32 positions worth $47.32M for the quarter ended Jun 30, 2026, up 10.7% on the prior quarter. It opened 3 new positions, added to 8, trimmed 7 and exited 3. Its largest holding is Berkshire Hathaway Inc at 36.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +7,509 | – | $1.50M | 3.18% |
| AMD Advanced Micro Devices Inc | +734 | – | $426.39K | 0.901% |
| BRK-B Berkshire Hathaway Inc | +791 | +2.4% | $395.80K | 36.13% |
| DELL Dell Technologies Inc. | +515 | – | $222.22K | 0.47% |
| PFE Pfizer Inc | +5,607 | +38.9% | $135.02K | 1.02% |
| MSFT Microsoft Corp | +117 | +3.6% | $43.63K | 2.65% |
| META Meta Platforms, Inc. | +24 | +1.0% | $13.52K | 3.01% |
| IAUM iShares Gold Trust Micro | +299 | +3.0% | $11.96K | 0.874% |
| ABBV AbbVie Inc. | +20 | +1.0% | $5.03K | 1.08% |
| CRM Salesforce, Inc. | +8 | +0.4% | $1.25K | 0.639% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLDM World Gold Trust | -2,982 | -5.8% | $236.83K | 8.12% |
| FDX Fedex Corp | -615 | -100.0% | $219.05K | Exited |
| T At&T Inc. | -7,298 | -100.0% | $211.57K | Exited |
| NFLX Netflix Inc | -2,180 | -100.0% | $209.61K | Exited |
| IAU Ishares Gold Trust | -208 | -2.4% | $15.71K | 1.35% |
| GOOGL Alphabet Inc. | -29 | -0.1% | $10.36K | 17.51% |
| ISRG Intuitive Surgical Inc | -20 | -3.4% | $7.95K | 0.474% |
| BAC Bank Of America Corp | -99 | -0.9% | $5.64K | 1.3% |
| WMT Walmart Inc. | -45 | -1.6% | $5.10K | 0.659% |
| GOOG Alphabet Inc. | -8 | -0.6% | $2.83K | 1.02% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 34.2K | $17.10M | 36.13% | +791 | +2.4% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 23.2K | $8.29M | 17.51% | -29 | -0.1% | Reduced | 0% |
| 3 | GLDM World Gold Trust | Others | 48.4K | $3.84M | 8.12% | -2,982 | -5.8% | Reduced | 0.01% |
| 4 | AAPL Apple Inc. | Technology | 6,972 | $2.02M | 4.26% | 0 | 0.0% | Unchanged | 0% |
| 5 | NVDA Nvidia Corp | Technology | 7,509 | $1.50M | 3.18% | +7,509 | – | New | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 2,528 | $1.42M | 3.01% | +24 | +1.0% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 3,368 | $1.26M | 2.65% | +117 | +3.6% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 3,400 | $1.11M | 2.35% | 0 | 0.0% | Unchanged | 0% |
| 9 | MU Micron Technology Inc | Technology | 614 | $708.73K | 1.5% | 0 | 0.0% | Unchanged | 0% |
| 10 | PM Philip Morris International Inc. | Consumer Staples | 3,809 | $689.09K | 1.46% | 0 | 0.0% | Unchanged | 0% |
| 11 | IAU Ishares Gold Trust | Others | 8,431 | $636.65K | 1.35% | -208 | -2.4% | Reduced | 0% |
| 12 | BAC Bank Of America Corp | Financial Services | 10.8K | $613.45K | 1.3% | -99 | -0.9% | Reduced | 0% |
| 13 | AMZN Amazon Com Inc | Consumer Discretionary | 2,526 | $602.00K | 1.27% | 0 | 0.0% | Unchanged | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 2,195 | $557.37K | 1.18% | 0 | 0.0% | Unchanged | 0% |
| 15 | CSCO Cisco Systems, Inc. | Technology | 4,410 | $518.00K | 1.09% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Beckerman Institutional.
As of its Q2 2026 13F filing, Beckerman Institutional, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 36.1%, Alphabet Inc. (GOOGL) at 17.5%, World Gold Trust (GLDM) at 8.1%, Apple Inc. (AAPL) at 4.3%, Nvidia Corp (NVDA) at 3.2% of the reported portfolio.
Beckerman Institutional, LLC reported a 13F portfolio worth $47.32M across 32 positions for Q2 2026. That is up 10.7% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($1.50M), Advanced Micro Devices Inc ($426.39K), Berkshire Hathaway Inc ($395.80K). It opened 3 new positions.
Its largest sales by value were World Gold Trust ($236.83K), Fedex Corp ($219.05K), At&T Inc. ($211.57K). It exited 3 positions entirely.
From the Form 13F-HR reports Beckerman Institutional, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.